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Ep 379. Remembering 2022, Thoughts on FTX & SBF Debacle, and Predictions for 2023

Focused Compounding

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Um Um Um Is This a Stock That Buffet Would Buy?

This is the kind of thing in which you might have high confidence and stuff if you understood the business It's not a business that I understand. Well, it has some Possible geopolitical risk although to the extent it has geopolitical risk that means that The world has it. And so looking forward a year whatever You'd say because he had if it's a forward number this thing's at 12 at 13 going back uh trailing now So going forward 15 for a growing company over time sounds very possible.

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